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Financial Planning

Asteron Life upgrades adviser facility

DARREN SNYDER  |  WEDNESDAY, 27 APR 2016
Pending remuneration changes in the life insurance industry has led to Asteron Life launching its upgraded adviser service fee facility.

Registrations for Adviser Big Day Out VICTAS closing soon

MARK SMITH  |  TUESDAY, 26 APR 2016
Registrations will soon close for the Victoria and Tasmania legs of the Advisers Big Day Out tour.

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM).

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history.

Energy Super partners with robo-adviser

DARREN SNYDER  |  FRIDAY, 22 APR 2016
Energy Super is the latest industry fund to sign on a robo-advice platform, a move it says will complement existing financial advice offerings.

AFA Foundation donations continue to grow

KERRIE SYDEE  |  FRIDAY, 22 APR 2016
The Association of Financial Advisers Foundation has raised over $220,000 over the past year, with donations totalling more than $1 million since its launch in 2007.

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
The majority (80%) of generation X and Y would prefer face to face advice over robo advice but are only willing to pay a maximum of $250 to receive it, according to new research from ING Direct.

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
The Financial Planning Association of Australia (FPA) has argued that a Royal Commission into financial services would waste millions of tax payer's dollars if it were to include advice.

JBWere and Moelis forge new research and distribution alliance

WHITNEY FITZSIMMONS  |  FRIDAY, 15 APR 2016
JBWere and Moelis Australia have joined forces to create a new strategic research and distribution alliance.

Is tapping into super to pay off student debt a good idea?

WHITNEY FITZSIMMONS  |  THURSDAY, 14 APR 2016
As the discussion about the 'objective of superannuation' continues it has now circled around to the issue of whether people should be allowed to tap into their super in order to pay-off current student debt or to pay for tertiary education which has ...